SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.49M
3
+$1.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M

Top Sells

1
+$7.15M
2
+$1.29M
3
+$1.25M
4
AAPL icon
Apple
AAPL
+$1.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$994K

Sector Composition

1 Financials 13.36%
2 Technology 11.1%
3 Industrials 8.48%
4 Healthcare 8.04%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.37%
10,713
+1,220
77
$1.66M 0.36%
11,602
+5,990
78
$1.6M 0.35%
29,819
+4,060
79
$1.58M 0.34%
50,090
+10,228
80
$1.56M 0.34%
30,085
+4,396
81
$1.55M 0.34%
17,282
+11,778
82
$1.55M 0.34%
9,454
+108
83
$1.54M 0.34%
45,580
+6,969
84
$1.5M 0.33%
58,393
+8,736
85
$1.5M 0.33%
26,936
+21,924
86
$1.49M 0.32%
+20,330
87
$1.46M 0.32%
+18,155
88
$1.4M 0.31%
35,725
+10,591
89
$1.39M 0.3%
62,949
+1,239
90
$1.36M 0.29%
5,067
+727
91
$1.35M 0.29%
11,923
+8,584
92
$1.34M 0.29%
59,371
+8,895
93
$1.32M 0.29%
+79,098
94
$1.3M 0.28%
41,195
+6,470
95
$1.3M 0.28%
34,160
+5,004
96
$1.3M 0.28%
3,001
-345
97
$1.29M 0.28%
34,517
+4,947
98
$1.24M 0.27%
+25,867
99
$1.23M 0.27%
34,218
+14,939
100
$1.23M 0.27%
+52,734
2 3
4
5 6